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True Wealth Design’s Ryan Specialty Holdings RYAN Stock Holding History

True Wealth Design’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17
Closed -$574 – 2857
2026
Q1 		$574 Buy
+17
New +$726 ﹤0.01% 2005
2025
Q2 		– Sell
-3
Closed -$222 – 2801
2025
Q1 		$222 Buy
+3
New +$204 ﹤0.01% 1908

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

True Wealth Design's RYAN Position: Q2 2026 in Review

True Wealth Design sold out of Ryan Specialty Holdings (RYAN) in Q2 2026, closing a stake of 17 shares — an estimated $574 sold.

True Wealth Design first reported a position in RYAN in Q1 2025 and held it in 2 quarters. The position peaked at $574 in Q1 2026. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • True Wealth Design reported no remaining Ryan Specialty Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 17 Ryan Specialty Holdings shares in Q2 2026, an estimated $574.
  • True Wealth Design first reported a position in Ryan Specialty Holdings in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Ryan Specialty Holdings position peaked at $574 in Q1 2026.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.